@Russ Ward Please give us free training on the project management and client management and operations management process when it comes to managing an AI agency I feel like that’s what most people struggle on when it comes to organization other than high churn, retention, and etc. I’m replying to this specific statement: (Obviously you'll need some kind of way to manage your leads (investors you're selling to) and manage your projects. I'm happy to share the setup I'm using and you can modify what I've made for your own use. I use Nifty for project management and find it's best to keep everything in one place for all things related to the project.)